Mitsubishi UFJ Trust & Banking Corp Trims Position in The Charles Schwab Corporation $SCHW

Mitsubishi UFJ Trust & Banking Corp reduced its position in shares of The Charles Schwab Corporation (NYSE:SCHW) by 0.7% in the third quarter, HoldingsChannel reports. The firm owned 749,163 shares of the financial services provider’s stock after selling 5,523 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Charles Schwab were worth $71,523,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in SCHW. ZWJ Investment Counsel Inc. grew its position in Charles Schwab by 4.6% during the third quarter. ZWJ Investment Counsel Inc. now owns 2,390 shares of the financial services provider’s stock valued at $228,000 after buying an additional 106 shares during the period. Bryn Mawr Trust Advisors LLC boosted its stake in shares of Charles Schwab by 2.0% during the 2nd quarter. Bryn Mawr Trust Advisors LLC now owns 5,489 shares of the financial services provider’s stock worth $501,000 after acquiring an additional 107 shares during the last quarter. Nicolet Bankshares Inc. grew its position in shares of Charles Schwab by 0.8% during the 2nd quarter. Nicolet Bankshares Inc. now owns 13,049 shares of the financial services provider’s stock valued at $1,191,000 after acquiring an additional 107 shares during the period. First PREMIER Bank increased its stake in shares of Charles Schwab by 23.8% in the 3rd quarter. First PREMIER Bank now owns 557 shares of the financial services provider’s stock worth $53,000 after purchasing an additional 107 shares in the last quarter. Finally, Harfst & Associates Inc. increased its stake in shares of Charles Schwab by 0.3% in the 3rd quarter. Harfst & Associates Inc. now owns 33,724 shares of the financial services provider’s stock worth $3,220,000 after purchasing an additional 107 shares in the last quarter. Institutional investors own 84.38% of the company’s stock.

Charles Schwab Stock Down 1.7%

Shares of SCHW opened at $102.24 on Friday. The business’s 50 day moving average is $97.83 and its 200 day moving average is $95.90. The company has a current ratio of 0.58, a quick ratio of 0.58 and a debt-to-equity ratio of 0.47. The Charles Schwab Corporation has a 12-month low of $65.88 and a 12-month high of $105.81. The company has a market capitalization of $181.68 billion, a PE ratio of 21.94, a price-to-earnings-growth ratio of 0.84 and a beta of 0.94.

Charles Schwab (NYSE:SCHW) last announced its quarterly earnings data on Wednesday, January 21st. The financial services provider reported $1.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.32 by $0.07. The business had revenue of $6.34 billion during the quarter, compared to analyst estimates of $6.19 billion. Charles Schwab had a net margin of 37.01% and a return on equity of 22.07%. The company’s revenue was up 18.9% on a year-over-year basis. During the same period last year, the firm posted $1.01 EPS. Charles Schwab has set its FY 2026 guidance at 5.700-5.800 EPS. Research analysts expect that The Charles Schwab Corporation will post 4.22 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the company. Citigroup reissued a “market outperform” rating on shares of Charles Schwab in a report on Monday, January 12th. The Goldman Sachs Group reiterated a “buy” rating and set a $114.00 price objective on shares of Charles Schwab in a research note on Friday, October 17th. Piper Sandler increased their target price on shares of Charles Schwab from $100.00 to $105.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Barclays raised their target price on shares of Charles Schwab from $120.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday. Finally, Citizens Jmp upped their price target on shares of Charles Schwab from $110.00 to $120.00 and gave the stock a “market outperform” rating in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, Charles Schwab currently has a consensus rating of “Moderate Buy” and an average price target of $115.60.

Insiders Place Their Bets

In other Charles Schwab news, insider Jonathan S. Beatty sold 3,072 shares of Charles Schwab stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $98.00, for a total value of $301,056.00. Following the sale, the insider directly owned 11,923 shares in the company, valued at approximately $1,168,454. The trade was a 20.49% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders have sold 7,072 shares of company stock worth $715,076 over the last three months. Company insiders own 6.30% of the company’s stock.

Key Stories Impacting Charles Schwab

Here are the key news stories impacting Charles Schwab this week:

• Positive Sentiment: Company raised FY‑2026 guidance to $5.70–$5.80 EPS and revenue guidance above consensus, signaling stronger-than-expected forward earnings and supporting upside. FY2026 Guidance
• Positive Sentiment: Schwab reported record 2025 results with asset growth, higher trading activity and revenue gains — a fundamentals-driven reason investors may remain constructive. Record 2025 Results
• Positive Sentiment: Analyst and market optimism: TD Cowen raised its price target to $138 (buy) and Zacks upgraded Schwab / published bullish pieces highlighting growth and momentum — coverage that can attract buyers. TD Cowen Price Target Zacks Upgrade
• Positive Sentiment: Strategic M&A: Forge Global shareholders approved acquisition by Schwab, expanding private markets capabilities — a strategic bolt-on that could support long-term growth. Forge Global Approval
• Neutral Sentiment: Momentum signals: SCHW recently hit a 52‑week high and has shown short-term outperformance (up ~3.6% over the week), which can drive momentum flows but also set up profit-taking. 52‑Week High
• Neutral Sentiment: Mixed headlines: Some outlets noted Schwab’s EPS dynamics and near-term estimate nuances — coverage that may drive trading but not change the long-term thesis immediately. Earnings Coverage
• Negative Sentiment: Insider selling: Director Jonathan Beatty sold 2,000 shares at ~$105, reducing his stake by ~8.4% — a small dilution of insider conviction that some investors may view as a near-term negative. Insider Sale (Form 4)

Charles Schwab Profile

Charles Schwab Corporation (NYSE: SCHW) is a diversified financial services firm that provides brokerage, banking, wealth management and advisory services to individual investors, independent investment advisors and institutional clients. Its primary offerings include retail brokerage accounts, online trading platforms, Schwab-branded mutual funds and exchange-traded funds (ETFs), retirement plan services, custodial services for independent Registered Investment Advisors (RIAs), and banking products through Charles Schwab Bank.